New World Advisors LLC Wisdomtree Tr Transaction History

New World Advisors LLC

  • $442 Million
  • Q1 2025

A detailed history of New World Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, New World Advisors LLC holds 4,951 shares of DWM stock, worth $299,535. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,951
Previous 4,437 11.58%
Holding current value
$299,535
Previous $233,000 23.18%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$52.19 - $59.86 $26,825 - $30,768
514 Added 11.58%
4,951 $287,000
Q4 2024

Feb 04, 2025
SELL
$52.54 - $57.11 $893 - $970
-17 Reduced 0.38%
4,437 $233,000
Q3 2024

Oct 24, 2024
BUY
$52.24 - $58.1 $14,783 - $16,442
283 Added 6.78%
4,454 $256,000
Q2 2024

Aug 02, 2024
BUY
$52.54 - $56.44 $219,144 - $235,411
4,171 New
4,171 $224,000

Others Institutions Holding DWM

# of Institutions
130
Shares Held
5.87M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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